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Best financial advisors in Wawarsing, NY

Registered advisers within 25 miles of Wawarsing, NY.

Offices
145
Firms
55
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,450 clients when Item 5C has a number
Avg / client
$4.00M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
BENKEI ASSET MANAGEMENT
THE AMERIFLEX GROUP
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CHARYBDIS INVESTMENTS INTERNATIONAL
BEYOND WEALTH MANAGEMENT GROUP, LLC
BLACK SEA GOLD ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

DANIEL MARK COUSE
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
TAKUYA ARAI
ANTHONY JOSEPH BARRESE
Alex Barrese
SENTA LISA CURRAN
DARREN TODD MCCARTHY
ALI IFTIKHAR
Bonnie Jeanne Rule
Eric S. Sappington
Jason Perry
RICHARD CHARLES DECKER
TAVISH LAIDLAW
Dave Grimes
Max William That
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
Svetlin Krastev
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
Peter Andrew LeRose
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
LINDA JANE BARRIGER
LORI CHRISTINE SIPOS
DERRIK ROBERT WYNKOOP
GARRY MICHEL
DAWN MARIE SWEED

Within 25 miles of Wawarsing, NY, Best Investors lists 55 registered investment advisory firms with 145 offices nearby, managing about $10.1T in combined regulatory AUM across 2,539,450 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Wawarsing

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM